Charlotte Behavioral Health Care, Inc. Retirement Plan
Sponsored by Charlotte Behavioral Health Care, Inc. · EIN 591234922 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 269
- With balances
- 663
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Iron Fiduciary | Investment advisory (participants), Investment advisory (plan) | $7,915 |
| Nationwide Life Insurance Company | Investment advisory (participants), Investment advisory (plan) | $2,060 |
| Nationwide Life Insurance Company | Recordkeeping | $1,979 |
| Bsp Consulting | Account maintenance fees | $1,010 |
| Osaic Wealth Inc | Investment advisory (plan), Investment advisory (participants) | $0 |